Our Philosophy
As a fee-only financial planning firm, we do not charge based on transactions or investment type. Instead, we charge a flat fee for our services.
We offer three options to help you achieve your financial goals.
Pricing Plans
Percentage
per Year
Financial Planning
Full and continuing financial planning services for you and your family.
Annual cost: 1% of your Adjusted Gross Income (AGI), plus:
- 0.5% of net worth if it’s less than $5,000,000
- 0.25% of net worth if it’s between $5,000,001 to $10,000,000
- 0.1% of net worth if it’s greater than $10,000,000
$9,000
per plan/project
One Time Financial Plan/Project
We’ll help you build you a one-time plan based on your current assets and positions, or help guide you through a major financial milestone.
Can be credited towards the full Financial Planning option within one year.
$2,000
per three hours
Financial Coaching/Training
Three hours of business and financial coaching/training on any financial topic to help you build financial literacy, business acumen, and wealth mindset. Hours must be utilized within two months of the first session.
Financial Freedom
You are free to invest where you want; you don't have to invest with us
Flexibility
Three different structures to fit your needs
Attentiveness
Our pricing structure is designed to afford you all of our attention
